| Meredith Wealth Planning | 297,253 | $29.5m | 7.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 254,389 | $25.2m | 0.0% |
| Greenspring Advisors, LLC | 165,420 | $16.4m | 0.9% |
| GFG Capital, LLC | 163,602 | $16.2m | 4.5% |
| Compass Ion Advisors, LLC | 118,846 | $11.8m | 1.0% |
| BIP Wealth, LLC | 116,708 | $11.6m | 0.3% |
| AQR CAPITAL MANAGEMENT LLC | 108,276 | $10.7m | 0.0% |
| IEQ CAPITAL, LLC | 100,131 | $9.9m | 0.0% |
| Nova R Wealth, Inc. | 95,762 | $9.5m | 2.8% |
| LPL Financial LLC | 94,256 | $9.3m | 0.0% |
| Index Fund Advisors, Inc. | 90,746 | $9.0m | 0.4% |
| Paragon Advisors, LLC | 73,594 | $7.3m | 1.5% |
| Pacific Asset Management, LLC | 71,984 | $7.1m | 3.5% |
| Intelligent Financial Strategies | 64,521 | $6.4m | 3.1% |
| FMB WEALTH MANAGEMENT | 62,065 | $6.2m | 2.3% |
| Frankly Finances, LLC | 58,958 | $5.8m | 4.6% |
| Sprinkle Financial Consultants LLC | 57,470 | $5.7m | 2.2% |
| Cogent Private Wealth, Inc. | 51,846 | $5.1m | 3.2% |
| Cresset Asset Management, LLC | 51,619 | $5.1m | 0.0% |
| Align Financial, LLC | 48,466 | $4.8m | 2.4% |
| Hutchens & Kramer Investment Management Group, LLC | 47,965 | $4.8m | 1.3% |
| Werba Rubin Papier Wealth Management | 45,424 | $4.5m | 0.6% |
| B&D White Capital Company, LLC | 43,782 | $4.3m | 0.4% |
| Fermata Advisors, LLC | 43,716 | $4.3m | 0.9% |
| Corient Private Wealth LP | 40,717 | $4.0m | 0.0% |